Strategic Blueprint and The Strategic Financial Alliance are team members of SFA Partners, and both leverage the leadership, resources, services, and support of a team of dedicated and experienced staff advocating for you and your clients.

All Strategic team members possess a wealth of industry knowledge and experience.

Julie Sullivan

President

Maxine Allen

Manager, Advisor Relations

Jay Copeland

VP, Information Systems and Technology

Jeff Seiter

RIA Analyst, Operations and Supervision

Moiz Husain

Senior Manager, Supervision

Jamie Mackay

VP, Business Development

Stephanie Schiele

VP, Marketing

Jean Merriman

VP, Due Diligence and Product

Keya Erving

Supervising Principal 1

LaRee Holloway

VP, Finance & Controller, Financial & Operations Principle

Veronica Conn

Manager, Compliance

Samantha White

Coordinator, Marketing

Pam Harps

Registration Specialist

Paige Kerr

VP, Advisor Relations

Andrea Albu

Manager, Surveillance

Bryson Hutchings

Manager, Advisory Operations

Alex Sywak

VP, Chief Supervisory Officer

Contact Us

Strategic Blueprint LLC

2200 Century Parkway, Suite 500

Atlanta, Ga 30345

SFA Partners is a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.